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Measured Wealth Private Client Group’s Diageo DEO Stock Holding History

Measured Wealth Private Client Group’s Portfolio DEO Stock Details DEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.28K Hold
103
– – ﹤0.01% 590
2026
Q1 		$7.67K Sell
103
-95
-48% -$8.29K ﹤0.01% 585
2025
Q4 		$17.1K Hold
198
– – ﹤0.01% 507
2025
Q3 		$18.9K Buy
+198
New +$20.8K 0.01% 480
2018
Q4 		– Sell
-341
Closed -$48K – 241
2018
Q3 		$48K Buy
+341
New +$49K 0.03% 362

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Measured Wealth Private Client Group's DEO Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Diageo (DEO) position steady in Q2 2026 at 103 shares worth $8.28K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Measured Wealth Private Client Group first reported a position in DEO in Q3 2018 and has held it in 5 quarters since. The position peaked at $48K in Q3 2018. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Measured Wealth Private Client Group held 103 shares of Diageo worth $8.28K as of Q2 2026.
  • Measured Wealth Private Client Group left its Diageo share count unchanged in Q2 2026.
  • Diageo made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #590 holding.
  • Measured Wealth Private Client Group first reported a position in Diageo in Q3 2018 and has held it in 5 quarters since.
  • Measured Wealth Private Client Group's Diageo position peaked at $48K in Q3 2018.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.